Fidelity bond in place
No
Gordon E. Lee • EIN 94-2676365 • Plan year 2001
Participants
Flat2 → 2
0 • 0.00%
Assets
Down$485,746 → $391,945
-$93,801 • -19.31%
Investment Management Fee
-
Admin expenses - • Total expenses $60
Filing Details
ContextStatus Flags
Fidelity bond in place
No
Limited-scope audit performed
Not reported
Contributions transmitted on time
Not reported
Participant loans in default
No
Leases in default
No
Reportable party-in-interest issues
Not reported
Loss discovered during year
No
Assets with undetermined value
No
Non-cash contributions
No
Assets held for investment
Not reported
5% transactions reported
Not reported
All plan assets distributed
No
Benefits paid when due
Not reported
Plan blackout period
Not reported
Plan termination resolution adopted
No
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 0 | $0 | $0 | - |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 0 | $0 | $0 | - |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 0 | $0 | - | - |
| 2023 | 2 | 2 | $2,343,706 | $38,112 | $19,056iApproximate average salary by contribution assumption: employee only about $476,400 at 4% or $317,600 at 6%; with 50% employer match about $317,600 at 4% or $211,733 at 6%; with 100% employer match about $238,200 at 4% or $158,800 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $1,192,595 | $16,334 | $8,167iApproximate average salary by contribution assumption: employee only about $204,175 at 4% or $136,117 at 6%; with 50% employer match about $136,117 at 4% or $90,744 at 6%; with 100% employer match about $102,088 at 4% or $68,058 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $1,151,111 | $21,778 | $10,889iApproximate average salary by contribution assumption: employee only about $272,225 at 4% or $181,483 at 6%; with 50% employer match about $181,483 at 4% or $120,989 at 6%; with 100% employer match about $136,113 at 4% or $90,742 at 6%. |
| 2022 | 2 | 2 | $2,131,031 | $64,532 | $32,266iApproximate average salary by contribution assumption: employee only about $806,650 at 4% or $537,767 at 6%; with 50% employer match about $537,767 at 4% or $358,511 at 6%; with 100% employer match about $403,325 at 4% or $268,883 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $1,079,804 | $27,656 | $13,828iApproximate average salary by contribution assumption: employee only about $345,700 at 4% or $230,467 at 6%; with 50% employer match about $230,467 at 4% or $153,644 at 6%; with 100% employer match about $172,850 at 4% or $115,233 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $1,051,227 | $36,876 | $18,438iApproximate average salary by contribution assumption: employee only about $460,950 at 4% or $307,300 at 6%; with 50% employer match about $307,300 at 4% or $204,867 at 6%; with 100% employer match about $230,475 at 4% or $153,650 at 6%. |
| 2021 | 2 | 2 | $2,545,889 | $57,041 | $28,521iApproximate average salary by contribution assumption: employee only about $713,013 at 4% or $475,342 at 6%; with 50% employer match about $475,342 at 4% or $316,894 at 6%; with 100% employer match about $356,506 at 4% or $237,671 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $1,287,651 | $24,447 | $12,224iApproximate average salary by contribution assumption: employee only about $305,588 at 4% or $203,725 at 6%; with 50% employer match about $203,725 at 4% or $135,817 at 6%; with 100% employer match about $152,794 at 4% or $101,863 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $1,258,238 | $32,594 | $16,297iApproximate average salary by contribution assumption: employee only about $407,425 at 4% or $271,617 at 6%; with 50% employer match about $271,617 at 4% or $181,078 at 6%; with 100% employer match about $203,713 at 4% or $135,808 at 6%. |
| 2020 | 2 | 2 | $2,491,100 | $43,081 | $21,541iApproximate average salary by contribution assumption: employee only about $538,513 at 4% or $359,008 at 6%; with 50% employer match about $359,008 at 4% or $239,339 at 6%; with 100% employer match about $269,256 at 4% or $179,504 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $1,255,113 | $18,463 | $9,232iApproximate average salary by contribution assumption: employee only about $230,788 at 4% or $153,858 at 6%; with 50% employer match about $153,858 at 4% or $102,572 at 6%; with 100% employer match about $115,394 at 4% or $76,929 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $1,235,987 | $24,618 | $12,309iApproximate average salary by contribution assumption: employee only about $307,725 at 4% or $205,150 at 6%; with 50% employer match about $205,150 at 4% or $136,767 at 6%; with 100% employer match about $153,863 at 4% or $102,575 at 6%. |
| 2019 | 2 | 2 | $2,329,332 | $61,844 | $30,922iApproximate average salary by contribution assumption: employee only about $773,050 at 4% or $515,367 at 6%; with 50% employer match about $515,367 at 4% or $343,578 at 6%; with 100% employer match about $386,525 at 4% or $257,683 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $1,176,759 | $26,504 | $13,252iApproximate average salary by contribution assumption: employee only about $331,300 at 4% or $220,867 at 6%; with 50% employer match about $220,867 at 4% or $147,244 at 6%; with 100% employer match about $165,650 at 4% or $110,433 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $1,152,573 | $35,340 | $17,670iApproximate average salary by contribution assumption: employee only about $441,750 at 4% or $294,500 at 6%; with 50% employer match about $294,500 at 4% or $196,333 at 6%; with 100% employer match about $220,875 at 4% or $147,250 at 6%. |
| 2018 | 2 | 2 | $2,220,681 | $74,907 | $37,454iApproximate average salary by contribution assumption: employee only about $936,338 at 4% or $624,225 at 6%; with 50% employer match about $624,225 at 4% or $416,150 at 6%; with 100% employer match about $468,169 at 4% or $312,113 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $1,113,443 | $42,804 | $21,402iApproximate average salary by contribution assumption: employee only about $535,050 at 4% or $356,700 at 6%; with 50% employer match about $356,700 at 4% or $237,800 at 6%; with 100% employer match about $267,525 at 4% or $178,350 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $1,107,238 | $32,103 | $16,052iApproximate average salary by contribution assumption: employee only about $401,288 at 4% or $267,525 at 6%; with 50% employer match about $267,525 at 4% or $178,350 at 6%; with 100% employer match about $200,644 at 4% or $133,763 at 6%. |
| 2017 | 2 | 2 | $2,368,617 | $83,840 | $41,920iApproximate average salary by contribution assumption: employee only about $1,048,000 at 4% or $698,667 at 6%; with 50% employer match about $698,667 at 4% or $465,778 at 6%; with 100% employer match about $524,000 at 4% or $349,333 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $1,194,121 | $47,908 | $23,954iApproximate average salary by contribution assumption: employee only about $598,850 at 4% or $399,233 at 6%; with 50% employer match about $399,233 at 4% or $266,156 at 6%; with 100% employer match about $299,425 at 4% or $199,617 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $1,174,496 | $35,932 | $17,966iApproximate average salary by contribution assumption: employee only about $449,150 at 4% or $299,433 at 6%; with 50% employer match about $299,433 at 4% or $199,622 at 6%; with 100% employer match about $224,575 at 4% or $149,717 at 6%. |
| 2016 | 2 | 2 | $2,083,703 | $80,599 | $40,300iApproximate average salary by contribution assumption: employee only about $1,007,488 at 4% or $671,658 at 6%; with 50% employer match about $671,658 at 4% or $447,772 at 6%; with 100% employer match about $503,744 at 4% or $335,829 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $1,057,942 | $46,056 | $23,028iApproximate average salary by contribution assumption: employee only about $575,700 at 4% or $383,800 at 6%; with 50% employer match about $383,800 at 4% or $255,867 at 6%; with 100% employer match about $287,850 at 4% or $191,900 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $1,025,761 | $34,543 | $17,272iApproximate average salary by contribution assumption: employee only about $431,788 at 4% or $287,858 at 6%; with 50% employer match about $287,858 at 4% or $191,906 at 6%; with 100% employer match about $215,894 at 4% or $143,929 at 6%. |
| 2015 | 2 | 2 | $1,944,680 | $90,727 | $45,364iApproximate average salary by contribution assumption: employee only about $1,134,088 at 4% or $756,058 at 6%; with 50% employer match about $756,058 at 4% or $504,039 at 6%; with 100% employer match about $567,044 at 4% or $378,029 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $995,835 | $51,844 | $25,922iApproximate average salary by contribution assumption: employee only about $648,050 at 4% or $432,033 at 6%; with 50% employer match about $432,033 at 4% or $288,022 at 6%; with 100% employer match about $324,025 at 4% or $216,017 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $948,845 | $38,883 | $19,442iApproximate average salary by contribution assumption: employee only about $486,038 at 4% or $324,025 at 6%; with 50% employer match about $324,025 at 4% or $216,017 at 6%; with 100% employer match about $243,019 at 4% or $162,013 at 6%. |
| 2014 | 2 | 2 | $1,859,287 | $89,125 | $44,563iApproximate average salary by contribution assumption: employee only about $1,114,063 at 4% or $742,708 at 6%; with 50% employer match about $742,708 at 4% or $495,139 at 6%; with 100% employer match about $557,031 at 4% or $371,354 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $954,424 | $50,928 | $25,464iApproximate average salary by contribution assumption: employee only about $636,600 at 4% or $424,400 at 6%; with 50% employer match about $424,400 at 4% or $282,933 at 6%; with 100% employer match about $318,300 at 4% or $212,200 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $904,863 | $38,197 | $19,099iApproximate average salary by contribution assumption: employee only about $477,463 at 4% or $318,308 at 6%; with 50% employer match about $318,308 at 4% or $212,206 at 6%; with 100% employer match about $238,731 at 4% or $159,154 at 6%. |
| 2013 | 2 | 3 | $1,744,546 | $87,279 | $29,093iApproximate average salary by contribution assumption: employee only about $727,325 at 4% or $484,883 at 6%; with 50% employer match about $484,883 at 4% or $323,256 at 6%; with 100% employer match about $363,663 at 4% or $242,442 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 3 | $900,305 | $49,874 | $16,625iApproximate average salary by contribution assumption: employee only about $415,617 at 4% or $277,078 at 6%; with 50% employer match about $277,078 at 4% or $184,719 at 6%; with 100% employer match about $207,808 at 4% or $138,539 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 3 | $844,241 | $37,405 | $12,468iApproximate average salary by contribution assumption: employee only about $311,708 at 4% or $207,806 at 6%; with 50% employer match about $207,806 at 4% or $138,537 at 6%; with 100% employer match about $155,854 at 4% or $103,903 at 6%. |
| 2012 | 2 | 3 | $1,455,932 | $87,349 | $29,116iApproximate average salary by contribution assumption: employee only about $727,908 at 4% or $485,272 at 6%; with 50% employer match about $485,272 at 4% or $323,515 at 6%; with 100% employer match about $363,954 at 4% or $242,636 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 3 | $756,980 | $50,680 | $16,893iApproximate average salary by contribution assumption: employee only about $422,333 at 4% or $281,556 at 6%; with 50% employer match about $281,556 at 4% or $187,704 at 6%; with 100% employer match about $211,167 at 4% or $140,778 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 3 | $698,952 | $36,669 | $12,223iApproximate average salary by contribution assumption: employee only about $305,575 at 4% or $203,717 at 6%; with 50% employer match about $203,717 at 4% or $135,811 at 6%; with 100% employer match about $152,788 at 4% or $101,858 at 6%. |
| 2011 | 2 | 2 | $1,254,146 | $64,102 | $32,051iApproximate average salary by contribution assumption: employee only about $801,275 at 4% or $534,183 at 6%; with 50% employer match about $534,183 at 4% or $356,122 at 6%; with 100% employer match about $400,638 at 4% or $267,092 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $677,488 | $48,714 | $24,357iApproximate average salary by contribution assumption: employee only about $608,925 at 4% or $405,950 at 6%; with 50% employer match about $405,950 at 4% or $270,633 at 6%; with 100% employer match about $304,463 at 4% or $202,975 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $576,658 | $15,388 | $7,694iApproximate average salary by contribution assumption: employee only about $192,350 at 4% or $128,233 at 6%; with 50% employer match about $128,233 at 4% or $85,489 at 6%; with 100% employer match about $96,175 at 4% or $64,117 at 6%. |
| 2010 | 2 | 2 | $1,240,096 | $54,843 | $27,422iApproximate average salary by contribution assumption: employee only about $685,538 at 4% or $457,025 at 6%; with 50% employer match about $457,025 at 4% or $304,683 at 6%; with 100% employer match about $342,769 at 4% or $228,513 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $678,826 | $21,937 | $10,969iApproximate average salary by contribution assumption: employee only about $274,213 at 4% or $182,808 at 6%; with 50% employer match about $182,808 at 4% or $121,872 at 6%; with 100% employer match about $137,106 at 4% or $91,404 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $561,270 | $32,906 | $16,453iApproximate average salary by contribution assumption: employee only about $411,325 at 4% or $274,217 at 6%; with 50% employer match about $274,217 at 4% or $182,811 at 6%; with 100% employer match about $205,663 at 4% or $137,108 at 6%. |
| 2009 | 2 | 2 | $1,089,826 | $59,165 | $29,583iApproximate average salary by contribution assumption: employee only about $739,563 at 4% or $493,042 at 6%; with 50% employer match about $493,042 at 4% or $328,694 at 6%; with 100% employer match about $369,781 at 4% or $246,521 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $602,076 | $23,666 | $11,833iApproximate average salary by contribution assumption: employee only about $295,825 at 4% or $197,217 at 6%; with 50% employer match about $197,217 at 4% or $131,478 at 6%; with 100% employer match about $147,913 at 4% or $98,608 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $487,750 | $35,499 | $17,750iApproximate average salary by contribution assumption: employee only about $443,738 at 4% or $295,825 at 6%; with 50% employer match about $295,825 at 4% or $197,217 at 6%; with 100% employer match about $221,869 at 4% or $147,913 at 6%. |
| 2008 | 2 | 2 | $881,808 | $57,237 | $28,619iApproximate average salary by contribution assumption: employee only about $715,463 at 4% or $476,975 at 6%; with 50% employer match about $476,975 at 4% or $317,983 at 6%; with 100% employer match about $357,731 at 4% or $238,488 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $513,592 | $22,895 | $11,448iApproximate average salary by contribution assumption: employee only about $286,188 at 4% or $190,792 at 6%; with 50% employer match about $190,792 at 4% or $127,194 at 6%; with 100% employer match about $143,094 at 4% or $95,396 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $368,216 | $34,342 | $17,171iApproximate average salary by contribution assumption: employee only about $429,275 at 4% or $286,183 at 6%; with 50% employer match about $286,183 at 4% or $190,789 at 6%; with 100% employer match about $214,638 at 4% or $143,092 at 6%. |
| 2007 | 2 | 2 | $0 | $0 | - |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | - | - | - |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | - | - | - |
| 2006 | 2 | 1 | $958,130 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 1 | $546,870 | $17,600 | $17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 1 | $411,260 | $26,400 | $26,400iApproximate average salary by contribution assumption: employee only about $660,000 at 4% or $440,000 at 6%; with 50% employer match about $440,000 at 4% or $293,333 at 6%; with 100% employer match about $330,000 at 4% or $220,000 at 6%. |
| 2005 | 2 | 1 | $792,299 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 1 | $439,589 | $16,800 | $16,800iApproximate average salary by contribution assumption: employee only about $420,000 at 4% or $280,000 at 6%; with 50% employer match about $280,000 at 4% or $186,667 at 6%; with 100% employer match about $210,000 at 4% or $140,000 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 1 | $352,710 | $25,200 | $25,200iApproximate average salary by contribution assumption: employee only about $630,000 at 4% or $420,000 at 6%; with 50% employer match about $420,000 at 4% or $280,000 at 6%; with 100% employer match about $315,000 at 4% or $210,000 at 6%. |
| 2004 | 2 | 1 | $820,273 | $44,119 | $44,119iApproximate average salary by contribution assumption: employee only about $1,102,975 at 4% or $735,317 at 6%; with 50% employer match about $735,317 at 4% or $490,211 at 6%; with 100% employer match about $551,488 at 4% or $367,658 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 1 | $422,576 | $17,648 | $17,648iApproximate average salary by contribution assumption: employee only about $441,200 at 4% or $294,133 at 6%; with 50% employer match about $294,133 at 4% or $196,089 at 6%; with 100% employer match about $220,600 at 4% or $147,067 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 1 | $397,697 | $26,471 | $26,471iApproximate average salary by contribution assumption: employee only about $661,775 at 4% or $441,183 at 6%; with 50% employer match about $441,183 at 4% or $294,122 at 6%; with 100% employer match about $330,888 at 4% or $220,592 at 6%. |
| 2003 | 2 | 2 | $775,683 | $45,929 | $22,965iApproximate average salary by contribution assumption: employee only about $574,113 at 4% or $382,742 at 6%; with 50% employer match about $382,742 at 4% or $255,161 at 6%; with 100% employer match about $287,056 at 4% or $191,371 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $388,260 | $18,372 | $9,186iApproximate average salary by contribution assumption: employee only about $229,650 at 4% or $153,100 at 6%; with 50% employer match about $153,100 at 4% or $102,067 at 6%; with 100% employer match about $114,825 at 4% or $76,550 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $387,423 | $27,557 | $13,779iApproximate average salary by contribution assumption: employee only about $344,463 at 4% or $229,642 at 6%; with 50% employer match about $229,642 at 4% or $153,094 at 6%; with 100% employer match about $172,231 at 4% or $114,821 at 6%. |
| 2002 | 2 | 2 | $533,939 | $45,340 | $22,670iApproximate average salary by contribution assumption: employee only about $566,750 at 4% or $377,833 at 6%; with 50% employer match about $377,833 at 4% or $251,889 at 6%; with 100% employer match about $283,375 at 4% or $188,917 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $288,419 | $18,136 | $9,068iApproximate average salary by contribution assumption: employee only about $226,700 at 4% or $151,133 at 6%; with 50% employer match about $151,133 at 4% or $100,756 at 6%; with 100% employer match about $113,350 at 4% or $75,567 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $245,520 | $27,204 | $13,602iApproximate average salary by contribution assumption: employee only about $340,050 at 4% or $226,700 at 6%; with 50% employer match about $226,700 at 4% or $151,133 at 6%; with 100% employer match about $170,025 at 4% or $113,350 at 6%. |
| 2001 | 2 | 2 | $391,945 | $15,990 | $7,995iApproximate average salary by contribution assumption: employee only about $199,875 at 4% or $133,250 at 6%; with 50% employer match about $133,250 at 4% or $88,833 at 6%; with 100% employer match about $99,938 at 4% or $66,625 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | Current | 2 | $391,945 | $15,990 | $7,995iApproximate average salary by contribution assumption: employee only about $199,875 at 4% or $133,250 at 6%; with 50% employer match about $133,250 at 4% or $88,833 at 6%; with 100% employer match about $99,938 at 4% or $66,625 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $769,411 | $34,958 | $17,479iApproximate average salary by contribution assumption: employee only about $436,975 at 4% or $291,317 at 6%; with 50% employer match about $291,317 at 4% or $194,211 at 6%; with 100% employer match about $218,488 at 4% or $145,658 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $485,746 | $13,983 | $6,992iApproximate average salary by contribution assumption: employee only about $174,788 at 4% or $116,525 at 6%; with 50% employer match about $116,525 at 4% or $77,683 at 6%; with 100% employer match about $87,394 at 4% or $58,263 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $283,665 | $20,975 | $10,488iApproximate average salary by contribution assumption: employee only about $262,188 at 4% or $174,792 at 6%; with 50% employer match about $174,792 at 4% or $116,528 at 6%; with 100% employer match about $131,094 at 4% or $87,396 at 6%. |
| 1999 | 2 | 2 | $816,206 | $34,905 | $17,453iApproximate average salary by contribution assumption: employee only about $436,313 at 4% or $290,875 at 6%; with 50% employer match about $290,875 at 4% or $193,917 at 6%; with 100% employer match about $218,156 at 4% or $145,438 at 6%. |
| Gordon E. Lee, MD, Money Purchase Pension Plan | - | 2 | $566,028 | $13,962 | $6,981iApproximate average salary by contribution assumption: employee only about $174,525 at 4% or $116,350 at 6%; with 50% employer match about $116,350 at 4% or $77,567 at 6%; with 100% employer match about $87,263 at 4% or $58,175 at 6%. |
| Gordon E Lee MD Profit Sharing Pension Plan | - | 2 | $250,178 | $20,943 | $10,472iApproximate average salary by contribution assumption: employee only about $261,788 at 4% or $174,525 at 6%; with 50% employer match about $174,525 at 4% or $116,350 at 6%; with 100% employer match about $130,894 at 4% or $87,263 at 6%. |
Schedule I Financial Statement
Balance sheet and activity values reported by the filer for this small-plan annual return.
Beginning and end of plan year.
Schedule R Pension Information
Testing, payor, opinion-letter, and transfer information reported with the filing.